According to incomplete statistics from the CNESA DataLink global energy storage database, in December 2025 A total of 116 policies related to energy storage were released , among which 11 items were released at the national level . In terms of importance, There are 51 items in the very important category, among which Shaanxi, Qinghai, Sichuan, and Fujian Most of the releases , from the perspective of policy categories, Most of the electricity market and ancillary service policies .

【Local level】

The Hebei Provincial Development and Reform Commission issued the "Notice on Optimizing and Adjusting Time-of-use Electricity Price Policies for Industrial, Commercial and Other Users of Jibei Power Grid" , stipulating that line loss costs in the online link, transmission and distribution prices, system operating costs, government funds and surcharges, and historical deviation electricity charges will not participate in the fluctuation of peak and valley time-of-use electricity prices. Starting from 2026, a total of 3 hours of deep valley time will be added from 12:00 to 15:00 in winter in northern Hebei; the summer peak time will be moved back by one hour, from the original 17:00-20:00 to 18:00-21:00; in addition, the peak time of 8:00-10:00 will be changed to flat valley in spring and autumn, and the 2-hour peak time in the morning will be cancelled.

State Grid Shandong Electric Power Company released the "Announcement on Industrial and Commercial Time-of-Use Electricity Prices in 2026" , it is clarified that the time sharing period for industrial and commercial customers in Shandong Province in 2026 will remain unchanged from the 2025 time sharing period. The floating ratio is 70% higher during peak periods, 70% lower during trough periods, 100% higher during peak periods, and 90% lower during deep trough periods. Remain unchanged from 2025.

Shanxi Provincial Development and Reform Commission publicly solicits opinions on the "Notice on Further Improving Time-of-use Electricity Pricing Policies for Industrial and Commercial Users" , this draft for comments clarifies the implementation scope and floating ratio of time-of-use electricity prices, adjusts peak and valley periods, and clearly implements deep valley electricity prices during holidays. The morning peak period throughout the year has been moved forward to 6:00-8:00 and shortened by one hour. In some months, the evening peak period has been increased by one hour. The peak hours in summer and winter are increased by 1 hour. The low period moves from early morning to daytime, mainly from 9:00 to 14:00. The normal period replaces the previous main low period in the early morning, the normal period in the afternoon decreases throughout the year, and the normal period in the afternoon disappears in winter.

The Hubei Provincial Development and Reform Commission and Provincial Energy Bureau issued the "Notice on Establishing a New Energy Storage Pricing Mechanism". Establish a compensation mechanism for independent energy storage capacity on the grid side, and projects that enjoy capacity compensation are not allowed to lease capacity. The monthly capacity electricity fee is determined based on the monthly capacity electricity price and the monthly average available capacity. Monthly capacity electricity price = annual capacity electricity price/12. The annual capacity electricity price is temporarily implemented at 165 yuan/kilowatt·year. For projects that have a total of three deductions from their monthly capacity electricity charges in a natural year, their capacity compensation qualifications will be cancelled. If the equivalent number of charges and discharges throughout the year of the project is low (less than 240 times for electrochemical energy storage and less than 180 times for compressed air energy storage), 20% of the current year's capacity electricity fee will be recovered to offset the system operation fee.

The Central China Regulatory Bureau of the National Energy Administration released opinions on revising some provisions of the "Jiangxi Provincial Electricity Market Rules Version 4.0" , which is refined in terms of transaction constraints. The annual and monthly (multi-month) price ceilings are 0.497160 yuan/kWh in the flat section, 0.198864 yuan/kWh in the valley, 0.149148 yuan/kWh in the deep valley, 0.795456 yuan/kWh in the peak, and 0.894888 yuan/kWh in the peak; the upper limit of the centralized transaction price within the month is consistent with the upper limit of the provincial electricity spot market transaction price, and the lower limit is 0 yuan/kWh. Business entities such as distributed power supplies, virtual power plants, and smart microgrids have been introduced, and methods for new energy, virtual power plants, and users to participate in the spot market have been clarified. New energy storage and built-in energy storage will participate in the spot market by "quoting quantity but not quoting".

Shaanxi Provincial Electric Power Center issued "Reminders on Important Matters Related to Shaanxi Electricity Market Transactions in 2026" , In 2026, costs related to the new energy price reform and new coal power capacity price policy will be included in the system operating costs and will be shared by all industrial and commercial users. The cost of sharing electricity outside the industrial and commercial user market will increase compared with 2025. Market-based user electricity prices eliminate peak and valley fluctuations and are determined by the average wholesale price.

The Beijing Municipal Urban Management Committee released the "Beijing 2026 Electricity Market Trading Plan" , in 2026, Beijing’s electricity market-oriented transaction scale simulation arrangement is 95 billion kilowatt hours, of which the direct market transaction scale is 35 billion kilowatt hours, and the power grid agency power purchase scale is 60 billion kilowatt hours. Retail users and electricity sales companies sign power purchase and sale contracts in the retail market, and agree on green power trading and non-green power trading retail packages respectively.

Tianjin Municipal Bureau of Industry and Information Technology issued the "Notice on Doing a Good Job in Tianjin's Electricity Market Transaction in 2026" , the total scale of direct electricity market-based trading in Tianjin in 2026 is tentatively set at 37.5 billion kilowatt-hours (including green electricity trading), and the upper limit of the amount of electricity traded by units outside the area is 40% of the total scale of traded electricity. Independent energy storage can directly sell electricity to wholesale users, or sell electricity to retail users through electricity sales companies; at this stage, independent energy storage can only conduct energy storage transactions with power users in Tianjin.

Sichuan Electricity Trading Center released the "Sichuan 2026 Electricity Market Trading Overall Plan" and "Sichuan Electricity Market Rules System V4.0" , wholesale and retail users who originally implemented peak and valley electricity prices must continue to implement peak and valley electricity prices in accordance with the time-of-use electricity price policy. Among them, the peak and valley electricity price fluctuations are not implemented for the linked price portion of wholesale user market transaction electricity prices and retail users. It is also clarified that new energy, independent energy storage, power generation virtual power plants, etc. are not subject to annual contract ratio restrictions.

Hainan Electricity Trading Center issued the "Notice on Matters Concerning Hainan's New Energy Storage Participation in Electricity Market Transactions" , involving market access and registration of new energy storage, independent energy storage participating in the medium and long-term power, spot power, and auxiliary power service markets. For independent energy storage with a rated power of 5 MW and above, the sustainable charging and discharging time at the rated power is not less than 1 hour. Independent energy storage can choose to participate in the power spot market through "quotation without quotation" or "quotation with quotation", and participate in ancillary service market transactions such as regional frequency modulation and inter-provincial reserve through quotation.

Shandong Electricity Trading Center released the "Shandong Electricity Market Rules (Trial)" , independent energy storage voluntarily participates in the clearing of the day-ahead market economy in the form of quotations. The upper and lower limits of frequency modulation mileage prices are clarified as 12 yuan/MW and 0.1 yuan/MW, and the frequency modulation auxiliary service market and spot market are temporarily cleared step by step. The daily market-based available capacity of an independent new energy storage power station = the approved discharge power of the energy storage power station × K

The Fujian Electric Power Trading Center forwarded the Fujian Development and Reform Commission and the National Energy Administration Fujian Supervision Office to release the "2026 Fujian Provincial Electricity Medium and Long-term Market Trading Plan" , new operating entities such as independent new energy storage and virtual power plant operators participate in the medium and long-term power market as market entities. During the operation of the spot market, wholesale users will follow the time-of-use electricity price formed by market-based transactions, and retail users who sign time-of-use packages will follow the time-of-use electricity price agreed in the package. They will no longer implement the Fujian Province time-of-use electricity price policy.

Qinghai Provincial Energy Bureau issued the "Supplementary Regulations on the Continuous Settlement Trial Operation Plan for Qinghai Electricity Spot Market (Draft for Comments)" , the lower limit of spot declaration and clearance price is 80 yuan/MWh, and the upper limit of declaration and clearance price is 650 yuan/MWh. The second-level price limit is 300 yuan/MWh. When the proportion of electricity included in the monthly mechanism (actual monthly proportion of electricity produced by the mechanism) is greater than or equal to 100%, no excess shortfall income will be recovered.

The Liaoning Provincial Department of Industry and Information Technology, the Liaoning Provincial Development and Reform Commission, and the Northeast Regulatory Bureau of the National Energy Administration issued the "Liaoning Provincial Electricity Market Operation Rules (Trial Version 4.0)" and "Liaoning Provincial Electricity Market Supporting Implementation Rules (Trial Version 4.0)" , in terms of price, annual and multi-month transaction price constraints are implemented with reference to the coal benchmark price fluctuating by 20%; monthly, intra-month (multi-day), and daily transaction price constraints are implemented with reference to the upper and lower limits of the spot market clearing price. The upper and lower limits of the electricity energy quotation are 1.1 yuan/kWh and -0.1 yuan/kWh respectively; the upper and lower limits of the day-ahead/real-time market clearing price are 1.5 yuan/kWh and -0.1 yuan/kWh respectively.

Anhui Electricity Trading Center solicits opinions on the "Basic Rules for Anhui Electricity Spot Market Operation" (Settlement Trial Operation Version 6) and supporting details , stipulates that independent energy storage can participate in the spot market by "quoting quantity" or "quoting quantity without quoting" (self-scheduling), and must be able to accept clearing instructions from the spot market. The charging power is tentatively set to be no less than 5 megawatts, and the continuous charging time is no less than 1 hour. Relevant regulations will be made on the market connection with the province's medium and long-term market and the Anhui frequency modulation ancillary service market.

The Energy Bureau of Guangxi Zhuang Autonomous Region issued the "Notice on Matters Related to Guangxi's Electricity Market Transaction in 2026" , the document clarifies that in order to avoid repeated participation in green power transactions with the mechanism of incremental new energy projects, incremental new energy projects will not participate in green power transactions until the official results of the bidding are released. They will not be able to participate in subsequent green power transactions until the bidding results of incremental new energy projects are officially released.

State Grid Fujian Electric Power Dispatching Control Center released the "Implementation Rules for Day-Ahead Spot Trading in Fujian Electricity Market (Simulated Non-Settlement Trial Version) (Draft for Comments)" , it is stipulated that if an independent new energy storage power station participates in the "quantity without quotation" method, the charge and discharge power is not less than 10,000 kilowatts and the duration is not less than 1 hour, if it also participates in the frequency modulation auxiliary service market, the default self-dispatch curve is 0MW.

Shaanxi Electric Power Trading Center released the "Shaanxi Province 2026 Electricity Spot Market Continuous Operation Work Plan (Draft for Comments)" , independent energy storage that meets the relevant conditions for commercial operation and meets technical access conditions such as automatic power generation control can choose to participate in the "quantity without quotation" method, and those that do not meet the technical access conditions can participate in the "self-scheduling" method. Independent energy storage under dispatching jurisdiction at the provincial level and above can choose to participate in the spot market as a price taker on a monthly basis in the form of "quote without quoting" or "self-dispatch". The upper and lower limits of market declaration and clearing prices are 0-1,000 yuan/MWh.

Heilongjiang Electricity Trading Center released the "Heilongjiang Province Electricity Market Operation Rules and Supporting Implementation Rules (Trial Version 2.1)" , independent energy storage can voluntarily choose to participate in the day-ahead spot market bidding by "quoting volume and quoting" on a natural monthly basis; or independently determine the charge and discharge power curve by "quoting volume without quoting" and give priority to clearing it in the day-ahead spot market. The spot market of the independent energy storage that chooses to participate in the frequency regulation market will clear the charge and discharge power at zero throughout the day. Independent energy storage chooses to participate in the frequency regulation market on a natural day, and declares parameters such as frequency regulation capacity and frequency regulation price before the day. It no longer participates in day-ahead spot market clearing and participates in the frequency regulation market at all times.

The Energy Bureau of the Inner Mongolia Autonomous Region issued the "Notice on matters related to the mid- and long-term transactions in the Inner Mongolia multilateral power trading market in 2026" and the "Notice on the matters related to the mid- and long-term transactions in the eastern Inner Mongolia power trading market in 2026" , it is estimated that the electricity volume traded in the electricity market in eastern Mongolia in 2026 will be 53.3 billion kilowatt-hours (including line loss electricity). And users who directly participate in the market (including retail users) will no longer implement the peak and valley time-of-use electricity price policy. Independent energy storage power stations and virtual power plants can voluntarily choose to participate in medium- and long-term transactions, and can participate in the market as both the power generation side and the power consumption side.

Shanxi Electric Power Trading Center released "Electricity Market Rules System (V16.0)" , the five-band frequency modulation quotation period is adjusted to "00:00-06:00, 06:00-10:00, 10:00-16:00, 16:00-21:00, 21:00-24:00". The declared price range for frequency modulation services during the early morning, morning peak and late night load reduction periods is 5-15 yuan/MW; the declared price range during the noon trough and evening peak hours is 10-15 yuan/MW. The cost of energy storage participating in frequency modulation charging is greater than the cost of discharging, and it can be compensated by volume and price.

The Hunan Supervision Office of the National Energy Administration released the "Implementation Rules for the Management of Hunan Electric Power Auxiliary Services (Draft for Comments)" and the "Implementation Rules for the Management of Hunan Electric Power Grid-connected Operations (Draft for Comments)" , requiring the independent new energy storage capacity included in the detailed management to be no less than 2MW/2MWh. The dispatch plan (including dispatch instructions) issued requires that when the independent new energy storage power station enters the charging state, its charging power will be compensated. The specific compensation standard is H2×300 (yuan/MWh). The compensation price for paid reactive services is 50 yuan/MVarh.

Sichuan Electric Power Trading Center released the "Implementation Rules for Sichuan Electric Power Ancillary Services Market Transactions" , the detailed rules make it clear that during the settlement (trial) operation of the spot market, various markets with similar functions such as valley peak shaving, start-stop peak shaving, etc. will no longer operate. Independent energy storage and virtual power plants can independently choose to participate in one of the spot electric energy market, frequency regulation and backup ancillary service markets based on time periods. Declared price for low-peak peak shaving: Independent energy storage and virtual power plant quotations are not divided into tiers, and the upper limit of the declared price is 350 yuan/MWh. Independent energy storage with a charge/discharge power of not less than 5 MW can participate in the frequency regulation market. In the backup market, independent energy storage with a charge/discharge power of not less than 5 MW and a duration of not less than 1 hour.

The Yunnan Energy Supervision Office issued the "Implementation Rules for the Yunnan Frequency Modulation Ancillary Service Market" and the "Implementation Rules for the Yunnan Black Start Ancillary Service Market" , Yunnan frequency modulation market compensation is frequency modulation mileage compensation. Only power generation units with AGC in AUTOR frequency modulation control mode can obtain corresponding frequency modulation mileage compensation. The upper limit of frequency regulation mileage declaration price is 8 yuan/MW, the lower limit of frequency regulation mileage declaration price is 3 yuan/MW, and the upper limit of market clearing price is 15 yuan/MW.

The Gansu Regulatory Office of the National Energy Administration and the Gansu Provincial Development and Reform Commission issued the "Gansu Provincial Electric Ancillary Services Market Operation Rules" , Business entities in these rules include power generation companies, electricity sales companies, power users and new business entities (including energy storage companies, virtual power plants, smart microgrids, vehicle-network interactive operation companies, etc.). The upper limit of frequency modulation mileage quotation is tentatively set at 15 yuan/MW. The cost sharing for generating units and grid-side energy storage during commissioning and operation, as well as for generating units that have withdrawn from commercial operation but can still generate electricity for the grid (excluding coal-fired emergency backup power) and grid-side energy storage, shall not exceed 10% of the electricity revenue during the commissioning period of the month.

The Jiangsu Regulatory Office of the National Energy Administration issued the "Implementation Rules for the Management of Grid-connected Electric Power in Jiangsu" and the "Implementation Rules for the Management of Ancillary Electric Power Services in Jiangsu" , both detailed rules apply to grid-connected entities under the dispatching jurisdiction of provincial power dispatching agencies, including thermal power, nuclear power, wind power, photovoltaic power generation, pumped hydropower and other power generation-side grid-connected entities. Independent new energy storage such as electrochemistry, compressed air, and flywheels, and supporting energy storage on the power supply side are integrated into the unified management of the corresponding grid-connected entities on the power generation side.

The Shaanxi Provincial Development and Reform Commission issued the "Implementation Rules for the Shaanxi Electric Power Frequency Modulation Ancillary Service Market" , the Shaanxi frequency regulation market and the power spot market will be cleared step by step. When conditions are met, the frequency regulation market and the power spot market will be jointly cleared. The minimum unit for declaring frequency modulation mileage price is 0.1 yuan/MW, the declared price range is tentatively set at 0-15 yuan/MW, and the minimum unit for declaring frequency modulation capacity is 0.01MW. The bid-winning frequency regulation capacity of a single AGC unit of a grid-connected generating unit shall not exceed 15% of its installed capacity and 30% of its adjustable capacity range, whichever is smaller; the bid-winning frequency regulation capacity of a single AGC unit of a new operating entity shall not exceed 10% of the system's frequency regulation capacity demand; the sum of the bid-winning frequency regulation capacities of new operating entities in the entire network shall not exceed 35% of the system's frequency regulation capacity demand.

The Shenzhen Longgang District Development and Reform Bureau issued the "Implementation Rules of the Longgang District Development and Reform Special Fund on Supporting the High-quality Development of the New Energy Industry (Trial)" , key support areas include energy storage, hydrogen energy, photovoltaics, nuclear energy, emerging energy, energy conservation and emission reduction. Encourage the creation of energy storage demonstration scenarios in industrial and commercial parks, demonstration scenarios of new energy vehicle mobile energy storage applications, and build virtual power plant business model demonstration scenarios. Qualifying projects will be provided with support of up to 1 million yuan based on 10% of the actual investment.

The Gansu Provincial Development and Reform Commission, the Gansu Provincial Department of Industry and Information Technology, the Gansu Provincial Energy Bureau, and the Gansu Supervision Office of the National Energy Administration issued the "Notice on Establishing a Reliable Capacity Compensation Mechanism on the Power Generation Side (Trial)" , according to the document, independent new energy storage on the grid side can receive capacity charges. The electricity fee for independent new energy storage capacity on the grid side = declared capacity × reliable capacity compensation standard × capacity supply and demand coefficient. Among them, the reliable capacity compensation standard is tentatively set at 330 yuan/(kW·year).

Henan Provincial Development and Reform Commission issued an announcement on the provincial review results of financial incentive funds for new non-independent new energy storage projects in 2024 , 10 projects passed provincial review, with a total approved capacity of 376.63MW, and a total of 45.1956 million yuan in reward funds.

The Shaanxi Provincial Development and Reform Commission issued the "Notice on Strengthening the Standardized Management of New Energy Storage Projects in our Province (Draft for Comments)" , the notice clarified that the energy authorities of each city will join forces with power grid companies to scientifically assess energy storage needs in accordance with the principle of "build on demand, build and be useful", and work with the city's natural resources, ecological environment, housing and urban-rural construction, fire protection and other departments to formulate and submit an annual construction plan for new energy storage projects in the region, taking into account conditions such as land, safety, and grid connection.

The Sichuan Provincial Energy Bureau issued the "Notice of the Sichuan Provincial Energy Bureau on the Safety Management of Electrochemical Energy Storage Power Stations" , the notice emphasized four aspects: insisting on compacting safety responsibilities, insisting on normalized guidance and supervision, and insisting on the establishment, correction and solidification mechanism of potential risks. The notice also formulated the "Guidelines for Research and Judgment of Safety Hazards of Electrochemical Energy Storage Power Stations", which pointed out 22 common risk points in the four stages of electrochemical power station planning and procurement period, construction period, operation and maintenance period, and decommissioning period, and clarified the main risk hazard manifestations and preventive measures of the risk points.

The Qinghai Provincial People's Government issued the "Qinghai Provincial Fire Safety Management Measures for Electrochemical Energy Storage Power Stations" , new energy storage projects should start construction within one year after obtaining the filing documents, and projects that do not start construction on time will promptly adjust the annual construction plan. For projects that have not started construction within 2 years after filing, the project will be canceled in accordance with laws and regulations, the filing information that has been disclosed to the public will be removed, and the corresponding grid access opinions will be invalidated simultaneously.

Gansu Provincial Energy Bureau issued the "Notice on Matters Concerning Strengthening the Management of New Energy Storage Projects" , before the project is connected to the grid and put into operation, the development rights shall not be transferred, bought or sold, or the construction content shall be changed without authorization. For projects that have not started construction or have not completed relevant procedures within 2 years after filing, and there is still no substantial progress after being reminded, the filing information will be removed and the filing documents will automatically become invalid. For new energy projects that have clearly allocated storage before the issuance of this notice and the power grid company has issued a review opinion on the individual access system plan, it is still necessary to improve the peak shaving capacity through self-built or leased energy storage. Other new energy projects no longer require the configuration of energy storage as a prerequisite for project approval, grid connection, and access to the Internet. New energy project owners decide independently whether to configure energy storage facilities.

The Yunnan Provincial Development and Reform Commission and the Yunnan Provincial Energy Bureau released the "Special Action Plan for the High-Quality Development of New Energy Storage in Yunnan Province (2025-2027)" , in 2027, the province's new energy storage installed capacity will reach more than 8GW. The new energy storage technology route is mainly based on lithium iron phosphate. At the same time, a total of 8.955GW/20.36GWh energy storage project list was issued. It also emphasizes list-based management. Independent energy storage projects on the grid side that are not included in the push list will not enter the regulated capacity market for capacity leasing, and will not enjoy supportive policies such as capacity electricity prices or capacity compensation.

Qinghai Provincial Energy Bureau released the "Qinghai Province Virtual Power Plant Construction and Operation Management Plan" , In terms of regulation performance requirements of the virtual power plant: the regulation capacity shall not be less than 5,000 kilowatts in the initial stage. Response time: The ability to continuously participate in response for no less than 1 hour in accordance with the regulation capacity requirements, and will be subject to rolling revisions in the future depending on the development of the virtual power plant. Response time: should not exceed 15 minutes. Regulation rate: should not be less than 1% of the maximum regulation capacity or 100 kilowatts per minute.

Foshan Chancheng District Development and Reform Bureau released the "Foshan Chancheng Smart Low-Carbon Public Institutions Virtual Power Plant Demonstration Zone Construction Plan (2026-2028) (Draft for Comments)" , the article proposes that the virtual power plant feeds back energy-saving transformation, and no more than 50% of the virtual power plant's income (including the electricity cost savings of the purchased power) will be used to carry out energy-saving transformation of public institutions (including the update of energy-using equipment). The "Plan" sets goals for different stages in 2026, 2027, and 2028 to create a virtual power plant demonstration zone for smart low-carbon public institutions in Chancheng, Foshan.

The Jiangsu Provincial Development and Reform Commission issued the "Notice of the Provincial Development and Reform Commission on Promoting the High-Quality Development of Virtual Power Plants in Our Province" , proposed that by 2030, strive to achieve a regulation capacity of virtual power plants of more than 5 million kilowatts, encourage the expansion of comprehensive energy service business types, and focus on the construction of the first 100 virtual power plant projects, with a total aggregate capacity of 16.9846 million kilowatts and a total investment of 1,273.24 million yuan.

The Development and Reform Commission of Guangxi Zhuang Autonomous Region released the "Plan to Accelerate the Development of Virtual Power Plants in Guangxi" , the goal is that by 2027, the regulatory capacity of the region's virtual power plants will strive to be no less than 500,000 kilowatts. By 2030, the regulatory capacity of the region's virtual power plant aggregation will strive to be no less than 1 million kilowatts. Provisions have been made on establishing a market access mechanism for virtual power plants, improving the mechanism for virtual power plants to participate in the electric energy market, and improving supporting policies.

Fujian Electric Power Trading Center Co., Ltd. released "Matters related to the normalized participation of virtual power plants in electric energy market transactions in Fujian Province (Trial)" , the article points out that at this stage, distributed resources such as distributed power sources (distributed photovoltaics, distributed wind power) and adjustable loads are mainly aggregated to participate in market transactions. At this stage, virtual power plant operators are mainly involved in mid- to long-term and spot electricity energy transactions.